Position in OZ
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$845,348
-$187,978 QoQ
Shares Held
15,890
0.0% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OZ Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $845,348 across 1 Real Estate - Development name. OZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZ |
Belpointe PREP, LLC
This page
|
15,890 | $845,348 |
All Filings in OZ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $845,348 | 15,890 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,033,326 | 15,890 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,016,960 | 15,890 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,034,041 | 15,890 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,024,905 | 15,890 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,229,886 | 15,890 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||